Check it Out

Introducing our newest feature, the client Health Check

By Helen Lloyd • February 1, 2019

Screenshot of the Client Health Check

Introducing Health Checks

Xavier's first, hotly anticipated new feature of 2019 is finally here: Health Checks.

Developed in conjunction with Paul Barnes of MAP and GoProposal, the Xavier team have put together a system to have regular and effective touch points with your clients.

If you're not sure where to start with chatting to your clients about the state of their Xero data, this is it. The Health Check compiles a selection of Xavier's existing cleanup tools and some new insights for a date range of your choosing (e.g. monthly, quarterly), accompanied by a script you can talk through with your clients to ensure you're hitting all the important points, every time.

This Health Check system will ensure:

  • Accounting data is up to date and accurate throughout the year
  • Your team stay on top of clients' finances
  • Clients feel loved
  • You can consistently identify opportunities to give more value to your clients

We're starting with a Version 1, so you can get going on the Health Check right away, and we'll be expanding the number of touch points and stats available over the coming months to ensure maximum value for you and your clients. We've got a general hygiene score in the works as well, so you can see at a glance how your clients are looking.

You can always learn more about our Health Check in our help documentation.

As always, we love getting feedback here at Xavier, so let us know what you think and if there is anything else you would like to see on the Health Check in the future.

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